If you have a phone call with a patient (or any other sort of conversation, really), it might be handy to have a record of what that conversation was about! ✍️
We'll walk you through how to record communications between yourself and a patient.
☝️Note: This function is available to any user role that can see communications—receptionist, practitioner, power receptionist, and administrator.
Record communications with patients
☝️Note: This will not send anything out to your patients. It's purely an internal tool for recording important details!
Find the patient you spoke with. In their details page, click Communications:
On the next page, click the Add communication button:
You'll be able to select the type of communication (SMS, email, phone call, or other), the direction (sent or received), and who was involved:
If it's a private conversation, you can make it confidential (note that currently, only practitioners and administrators can make things confidential, and confidential information will only be visible to practitioners and administrators):
When you're all finished, click the Create communication button. It will show up as a memo in the communcations log:
If you need to review the content, just click the date and you'll be able to see the relevant details:
And that's all there is to it! 🙌Now you can easily keep track of any conversations, emails, phone calls, and even text messages with your patients. 📲
Need to pull up a record of something specific? The communications log will help with this! 💬